LNB

Ledyard National Bank Portfolio holdings

AUM $1.06B
1-Year Est. Return 16.17%
This Quarter Est. Return
1 Year Est. Return
+16.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$750M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$9.65M
2
+$5.62M
3
+$5.39M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.15M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$1.21M

Top Sells

1
+$4.13M
2
+$3.99M
3
+$3.71M
4
TTE icon
TotalEnergies
TTE
+$3.34M
5
LYB icon
LyondellBasell Industries
LYB
+$3.05M

Sector Composition

1 Technology 23.39%
2 Healthcare 10.52%
3 Consumer Discretionary 8.83%
4 Financials 8.27%
5 Consumer Staples 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$329K 0.04%
9,669
-570
177
$327K 0.04%
5,750
178
$324K 0.04%
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179
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180
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181
$314K 0.04%
6,122
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182
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333
183
$301K 0.04%
+19,040
184
$300K 0.04%
1,706
-50
185
$300K 0.04%
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186
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187
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188
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4,330
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189
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190
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7,101
191
$281K 0.04%
+3,445
192
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193
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194
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195
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+1,610
196
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16,280
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197
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-100
198
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1,437
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199
$259K 0.03%
4,588
-1,090
200
$254K 0.03%
10,050
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